Our Team

With us, you always come first

Our people are our greatest asset, and we seek to maximize their potential so they may bring immense value to the clients that we serve. Throughout our entire firm, we strive to provide exceptional advice and perspective on every facet of our clients’ financial lives. Our talented professionals bring decades of experience and a relentless pursuit of excellence in everything we do. We invite you to learn more about the members of our team.

Thomas C. Myers, CFA, CFP®

Managing Partner & CEO

Tom has over 30 years of wealth advisory services experience and a deep background in investments, finance and taxation. Tom leverages his extensive experience to help our clients develop and maintain long-term strategies for preserving and enhancing their wealth.

Prior to founding Bordeaux Wealth Advisors, Tom was a partner and held senior roles at preeminent wealth management, trust, and accounting firms, where he served private individuals, families, senior executives and entrepreneurs. Tom has been consistently recognized over the past 10 years as one of the nation’s top financial advisors by Barron’s*.

Tom earned an M.B.A. from the Wharton School at the University of Pennsylvania and graduated cum laude from Miami University in Oxford, Ohio with a B.S. in Business Administration (Accountancy). He holds the following professional designations and licenses: Chartered Financial Analyst, Certified Financial Planner, and is an inactive Certified Public Accountant. Tom is currently a member of the CFA Institute, the CFA Society of San Francisco, and the American Institute of CPAs.

Tom and his wife live in Menlo Park, California, and have three grown children. He enjoys tennis, golf, and various other outdoor activities. Tom also enjoys traveling, reading and has a passion for wine.

David K. Murdock, Jr., CFP®, CLU, CIMA®

Managing Partner

Dave brings over 25 years of experience helping individuals and families preserve and enhance their wealth through comprehensive investment and financial planning.

Prior to founding Bordeaux Wealth Advisors, Dave held senior roles across the financial planning, investment advisory and wealth management industries. His past experiences encompass positions as a Partner of Silvercrest Asset Management, a Managing Director of Northern Trust Company and a Senior Manager with Ernst & Young. Dave has been named one of the Top 100 Global Wealth Advisors by Worth magazine*.

Dave earned an M.B.A. with honors from the Booth School of Business at the University of Chicago and graduated from Kansas University with a B.S. in Business Administration. He holds the following professional designations and licenses: Certified Financial Planner, Chartered Life Underwriter and Certified Investment Management Analyst. Dave is also a member of the Financial Planning Association, the Investment Management Consultants Association and the CFA Institute.

Dave lives in San Jose with his wife Sheryl, and has two daughters. He enjoys reading, golf, running and barbeque cooking.

Nicholas S. Casaccia, CPA

Associate Wealth Advisor

Prior to joining Bordeaux Wealth Advisors, Nick worked for Ernst & Young in their assurance services group. During his time with the firm, Nick served a variety of major Silicon Valley technology clients, including Apple and Intel, as well as numerous private companies. Nick also worked on the audit of a multi-billion-dollar spinoff in the semiconductor industry.

Nick graduated summa cum laude from Santa Clara University with a B.S. in Accounting. He was recognized by the University as the top accounting student in the Class of 2016. He is a Certified Public Accountant (CPA) in California.

Nick grew up in Los Gatos, California, where he still resides. He enjoys mountain bike riding and playing volleyball.

Jason Pfannenstiel

Wealth Advisor

Jason has over 15 years advising clients on various financial transactions.

Prior to joining Bordeaux Wealth Advisors, Jason was a founding partner of Mirador Capital, a fiduciary investment advisory firm providing discretionary portfolio management services to private clients and institutions. Previously he was an advisor to private clients at Morgan Stanley. Prior to that, Jason served as an advisor to middle market companies in mergers, acquisitions and buyout transactions. Earlier in his career, he worked in the public and analyst relations division for a NASDAQ-listed technology company.

Jason earned a Bachelor of Science degree from the University of Oregon. Jason resides in Menlo Park with his wife and two children. He enjoys skiing, golf, tennis, cooking and is passionate about University of Oregon athletics. He served on the Menlo Park Transportation Commission and volunteers with various organizations dedicated to promoting economic vibrancy.

Jeff Chen, CFP®, CAIA

Senior Associate Wealth Advisor

Jeff brings a breadth of financial planning knowledge and experience to his role as Senior Associate Wealth Advisor. As head of our analyst group, he is responsible for driving portfolio analytics, financial modeling, and wealth preservation strategies for clients with even the most complex financial lives. He has been with Bordeaux Wealth Advisors since its launch.

Prior to his current position, Jeff spent more than 14 years working in tax planning, estate planning and holistic wealth management. Before that, he provided tax and financial planning services for individuals and closely-held businesses, specializing in financial forecasting and tax return preparation.

Jeff received his B.A. from the California State Polytechnic University, Pomona. He has been a member of the CAIA Association since 2010.

Along with his wife and two children, Jeff lives in San Francisco. His family loves to travel, and he will happily read pretty much anything he can get his hands on.

Jon M. Ekoniak

Wealth Advisor

Jon’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face, and is very astute at helping to simplify complex financial issues to generate long-term financial success.

Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country.

Jon earned an M.B.A. from Stanford University and graduated magna cum laude from Loyola Marymount University with a B.B.A. in Finance and a minor in Economics.

Jon met his wife while they were both serving in the Peace Corps in Albania, and they are now raising three children. He enjoys various outdoor and athletic activities, including biking, hiking, tennis and softball. He and his family particularly enjoy traveling and experiencing new cultures.

Tyler C. Johnson, CFP®, CPA

Associate Wealth Advisor

Tyler’s career in wealth management began over five years ago with a specialty in tax planning, an essential skill that we incorporate into our client engagements. He is also directly involved with a number of clients in a supporting role. Tyler has been with Bordeaux Wealth Advisors since its inception.

Prior to his current position, Tyler provided tax preparation and planning services for high-net-worth individuals, trusts, partnerships and private foundations. In addition, he worked directly with the portfolio manager of a wealth management firm, delivering a variety of investment advisory and financial planning services to affluent families.

Tyler graduated from California Polytechnic State University with a B.S. in Business Administration and Accounting and a minor in Psychology. He is a member of the Financial Planning Association.

Having grown up in the Bay Area, Tyler supports many local professional sports teams. He also enjoys playing basketball and golf, and volunteering for several nearby non-profit organizations.

Timothy W. Harvey, CFA, CFP®

Wealth Advisor

Tim first entered the wealth management industry in 2000, and he now provides a wide range of professional experience to the firm’s holistic wealth management approach for our clients and team. He has been with Bordeaux Wealth Advisors since its founding.

Before the launch of BWA, Tim spent a decade conducting equity research and as Chief Investment Strategist for a fee-only wealth management firm on the East Coast. He also served high-net-worth clients in a financial planning capacity for a number of years. In these roles, he developed extensive expertise in asset allocation, macroeconomic analysis, risk management, assessment of household cash flows and qualified plan design.

Tim graduated from Haverford College in Haverford, Pennsylvania with a B.A. in Economics. He is a CFP® Professional, who has been a member of the CFA Institute since 2004 and is also a member of the CFA Society of San Francisco.

Tim is passionate about golf and loves the outdoors, regularly spotting wildlife during bike rides before work. He has held leadership roles at local chapters of numerous charitable organizations, and moved to the Bay Area in 2014.

Gail Koester

Client Service Assistant

Gail helps to ensure that the office runs effectively and efficiently, and more importantly, she is the one whose smiling face welcomes guests to our offices. Gail has been with Bordeaux Wealth Advisors since its inception.

Earlier in her career, Gail spent over a decade in marketing and product management for a major medical diagnostics company. In addition, she was responsible for all aspects of national and regional conferences across the country for thousands of attendees.

She graduated from the University of Nevada, Reno with a degree in elementary education.

Gail was raised in the Bay Area and makes her home in Menlo Park, California. She has two grown daughters and has held a number of leadership roles with local schools and charities. Gail enjoys outdoor activities, and her favorite way to relax after hours is taking a long walk with her dog.

Christopher C. Leary, CFP®, CPA

Wealth Advisor

With more than a decade in tax planning, estate planning and holistic wealth management positions, Chris brings a breadth of experience to our clients up and down the west coast. He has been with Bordeaux Wealth Advisors since its launch.

Prior to his current position, Chris provided tax and financial planning services for high-net-worth individuals, corporate executives and affluent families in Silicon Valley. In several roles, he has specialized in multigenerational wealth management and planning, closely-held businesses and their owners, as well as various compensation and stock option programs.

Chris received his B.A. from the University of California, Davis. He is currently a member of the Financial Planning Association and the American Institute of CPAs.

Chris is an exceptional athlete, competing in countless endurance events, such as triathlons of all distances. He is a Northern California native and makes his home in Redwood City, California.

Chao Zheng, CFA

Wealth Advisory Analyst

Chao’s career in the financial services industry began five years ago and he currently provides ongoing investment research and reporting support to the client service teams as a Wealth Advisory Analyst.

Prior to his current position, Chao was an analyst at Calvert Research and Management specializing in socially responsible investing and ESG research within their fund research group. Prior to that, he conducted investment research, designed trading strategies, and actively engaged in operating philanthropic projects for a private foundation in Boston.

Chao earned his Master of Finance from University of Maryland Smith School of Business, and graduated from Boston University with a B.A. in Chemistry. He is currently a member of the CFA Institute and the CFA Society of San Francisco.

Chao grew up in Shenzhen, China, and now lives with his wife and son in Dublin, California. He enjoys traveling, playing basketball and tennis, and is passionate about technology and science.

Alyssa Haught

Director of Operations

After serving as a consultant in recent years, Alyssa joined Bordeaux in 2018. Her primary focus is to lead and coordinate efforts in stream-lining and improving processes in the areas of Technology & Operations, Compliance Support, and Human Resources & Personnel Development.

Alyssa comes to BWA with considerable experience, having filled several senior positions in a career of over 30 years at Trimble Navigation – a Silicon Valley-headquartered company with offices in 35 countries.

She graduated from the University of California, Berkeley with a B.A. degree in Social Science.

Alyssa was born and raised in the Palo Alto. She and her husband live in Menlo Park, California. She has a daughter getting married in October 2018, and a son graduating from Santa Clara University in June 2019. In her free time, she enjoys the outdoors, travel, wedding planning and her rather large extended family.